- Bank of America (Jacksonville, FL)
- Wealth Management Client Care - Client Service Representative Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common ... + Handles escalated and complex inquiries on accounts with care , aiming to resolve concerns in a timely manner...terms and concepts + Bilingual Spanish **Skills:** + Account Management + Customer and Client Focus +… more
- JPMorgan Chase (Jacksonville, FL)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...administrative support to Private Client Advisors within Wealth Management .… more
- Morgan Stanley (Miami, FL)
- …(M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth Management Client Service Associate-Bilingual:Spanish /English* ... help shape the future of service by modernizing the client experience through an elevated standard of care...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Miami Beach, FL)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate **Location:** ... help shape the future of service by modernizing the client experience through an elevated standard of care...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Tampa, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service… more
- Bank of America (Jacksonville, FL)
- Wealth Management Client Service...+ Handles escalated and complex inquiries on accounts with care , aiming to resolve concerns in a timely manner ... delivery channels that enable constant account access **Skills:** + Account Management + Customer and Client Focus + Issue Management + Oral Communications +… more
- Morgan Stanley (Palm Beach, FL)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth ... senior level position on a Financial Advisor / Private Wealth Advisor team who is responsible for shaping and...Conducts enrollment campaigns/meetings for clients * Works with corporate client 's senior management to resolve service issues… more
- Charles Schwab (Orlando, FL)
- …Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores + Partner with ... client needs based on the breadth of Schwab's Wealth Management offer + Develop a customized...industry. We offer a competitive benefits package that takes care of the whole you - both today and… more
- Charles Schwab (Orlando, FL)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- JPMorgan Chase (Miami, FL)
- …plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth individuals and ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs… more